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Concert Wealth Management’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Concert Wealth Management’s Portfolio DIA Stock Details DIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-1,982
Closed -$424K – 49
2017
Q2 		$424K Buy
1,982
+729
+58% +$153K 0.41% 73
2017
Q1 		$248K Buy
1,253
+25
+2% +$5.1K 0.06% 399
2016
Q4 		$243K Sell
1,228
-2,297
-65% -$433K 0.05% 413
2016
Q3 		$641K Buy
3,525
+114
+3% +$20.9K 0.08% 324
2016
Q2 		$613K Buy
3,411
+733
+27% +$130K 0.08% 304
2016
Q1 		$476K Buy
2,678
+67
+3% +$11.2K 0.06% 365
2015
Q4 		$454K Sell
2,611
-58
-2% -$10.1K 0.06% 378
2015
Q3 		$434K Sell
2,669
-140
-5% -$23.9K 0.06% 386
2015
Q2 		$497K Sell
2,809
-257
-8% -$46.2K 0.06% 361
2015
Q1 		$262K Sell
3,066
-3,076
-50% -$547K 0.07% 331
2014
Q4 		$1.09M Sell
6,142
-1,198
-16% -$208K 0.17% 159
2014
Q3 		$1.25M Sell
7,340
-2,411
-25% -$408K 0.17% 93
2014
Q2 		$1.61M Sell
9,751
-5,349
-35% -$887K 0.2% 65
2014
Q1 		$2.46M Buy
15,100
+9,097
+152% +$1.47M 0.31% 29
2013
Q4 		$998K Buy
6,003
+396
+7% +$62.2K 0.13% 133
2013
Q3 		$843K Buy
5,607
+868
+18% +$132K 0.12% 148
2013
Q2 		$706K Buy
+4,739
New +$708K 0.11% 168

Other funds holding DIA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MSU
Mizuho Securities USA New York $4.24B AUM 23.1% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Concert Wealth Management's DIA Position: Q3 2017 in Review

Concert Wealth Management sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2017, closing a stake of 1,982 shares — an estimated $424K sold.

Concert Wealth Management first reported a position in DIA in Q2 2013 and held it in 17 quarters. The position peaked at $2.46M in Q1 2014. 481 funds tracked by Wall St. Rank hold DIA as of Q3 2017.

  • Concert Wealth Management reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2017 after selling out during the quarter.
  • Concert Wealth Management sold 1,982 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2017, an estimated $424K.
  • Concert Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2013 and held it in 17 quarters.
  • Concert Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $2.46M in Q1 2014.
  • 481 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2017.

Based on Concert Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.